Market Expansion:
Assets under custody and participating firms have climbed from $2B and 550+ firms (Apr 2023) to more than $8B and over 1,100 firms (Mar 2026). Announced relationships with large RIA platforms (e.g., Carson, Mariner, EverSource) further extend reach.
Product Line Growth:
The platform moved beyond cash by launching Flourish Annuities (2024) and, following the Sora Finance acquisition, introduced Flourish Lending (Mar 2026). Feature additions like Advisor Teams and ongoing workflow integrations broaden the offering.
Strategic Partnerships:
Connections expanded with planning, CRM, and data tools such as eMoney and Salesforce/XLR8/Practifi. Relationships with national RIA platforms in 2025–2026 embed the services more deeply in advisor ecosystems.
